Clearstead Advisors’s Gencor Industries GENC Stock Holding History

Clearstead Advisors’s Portfolio GENC Stock Details GENC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4	Closed	-$59	–	2942
2025 Q3	$59	Buy	+4	New	+$61	﹤0.01%	2967

Other funds holding GENC

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's GENC Position: Q4 2025 in Review

Clearstead Advisors sold out of Gencor Industries (GENC) in Q4 2025, closing a stake of 4 shares — an estimated $59 sold.

Clearstead Advisors first reported a position in GENC in Q3 2025 and held it in 1 quarter. The position peaked at $59 in Q3 2025. 93 funds tracked by Wall St. Rank hold GENC as of Q4 2025.

Clearstead Advisors reported no remaining Gencor Industries position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 4 Gencor Industries shares in Q4 2025, an estimated $59.
Clearstead Advisors first reported a position in Gencor Industries in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's Gencor Industries position peaked at $59 in Q3 2025.
93 funds tracked by Wall St. Rank held Gencor Industries as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.